Create an electronic system for our internal staff to survey customers for safety awareness and prevention.

Team Members

Tagged MSPs

Categories

One of our employees had used iAuditor, an iPad app developed by SafetyCulture in Australia, to conduct Safety audits of companies with a previous employer.

We purchased Apple iPad minis for our staff to conduct field audits of clients. Our staff previously kept manual records, and had to recreate audits by hand after on-site visits. With this new system, employees can start an audit for each client at the beginning of the week on their iPad, or using a web based GUI. We created questions in a template to determine a company's safety philosophy. Developing templates took the bulk of our development time.

Employees can now go on-site, and take pictures with their iPad or iPhone and ask customers specific safety questions. They then complete an audit by adding details gained from the interview, as well as attaching pictures with text captions and arrows pointing to safe or dangerous issues.

The audits are then imported into our Imaging system, associated with each client's account. Now our underwriters can have a better understanding of each company's loss history and approach to safety.

iAuditor allows companies to upload their internal templates into a public template library. Customers can see how other companies have used iAuditor for their specific industry, giving insights into how they can better utilize the product's functionality for their specific needs.

Audits are templates that have been filled with data for a specific customer. Audits can be exported in .pdf, .docx or .xml formats. Once exported, they can be sent via email or shared within the app to other team members.

iAuditor is free to individuals. Their are paid plans for companies that wish to integrate with the SafetyCulture website, or who have teams that wish to collaborate on audits.

Technology Used

Audit software for the iPad. Very flexible, with many available widgets for creating custom templates to capture data from on-site audits. They also have a web based component called SafetyCulture which we use.